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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,578 | $55,002-2.6% | $59,899-10.6% | $56,289-4.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 4.57% | 1.13%+3.4pp | 3.46%+1.1pp | -9.96%+14.5pp |
| Employer contribution / active EE | $6,641 | $2,448+171.3% | $2,723+143.9% | $2,111+214.6% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $236-99.5% | $3,592-100.0% | $521-99.8% |